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Fabian Lorenz

  • Small-Caps
  • Micro-Caps

For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

He first came into contact with the stock market and shares during his banking apprenticeship. After completing this in 2000, he gained his first journalistic experience in the editorial department of a financial portal. During his subsequent studies in business administration, he also worked in the area of investor relations.

Since then, he has remained true to the capital markets and is excited to report on every newly discovered interesting story - as well as on long-standing success stories.


Commented by Fabian Lorenz

Commented by Fabian Lorenz on June 5th, 2026 | 07:30 CEST

CAUTION with Siemens Energy! BUY CTS Eventim? OPPORTUNITY with Strategic Resources!

  • Mining
  • VTM
  • GreenSteel
  • iron
  • Events
  • Energy

Something significant is taking shape at Strategic Resources, and investors still have an opportunity to get involved at an early stage. Unlike in Germany, Canada is actively embracing this new era and strengthening its domestic defence industry and raw materials supply chain. Strategic Resources should benefit significantly from these developments in the coming years. The company is building a value chain spanning from raw materials to the steel industry and battery manufacturing. Caution is advised with Siemens Energy. Given its current valuation, the company can ill afford any operational missteps. Moreover, developments in the US could create additional challenges. By contrast, things appear to be running more smoothly again at CTS Eventim. Analysts were positively surprised by the latest quarterly figures and have recommended the stock as a "Buy". Investors, however, remain somewhat hesitant.

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Commented by Fabian Lorenz on June 4th, 2026 | 07:50 CEST

Plug Power in Rally Mode! Robotics Potential at RENK and First Hydrogen

  • Hydrogen
  • Fuelcells
  • Defense
  • Robotics
  • hightech
  • Drones

Plug Power's stock has more than doubled since late February. It broke through the USD 4 mark earlier this week. But the rally will eventually need to be backed up by operational news. At least there was a recent capital increase. At First Hydrogen, the revaluation has only just begun. The company aims to make its mark in robotics and drones. It is targeting an interesting niche within the multi-billion-dollar markets. The stock does not appear expensive. Analysts recommend buying RENK, though the price target has been lowered. However, as is the case across the entire defence sector, momentum is lacking. But this could change soon. A defence trade show is coming up, and RENK is offering an interesting outlook.

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Commented by Fabian Lorenz on June 3rd, 2026 | 08:00 CEST

Caution with Rheinmetall, US Contract for DroneShield, and HPQ Silicon Impresses!

  • Silicon
  • Batteries
  • Drones
  • Defense
  • geopolitics
  • Hydrogen

Caution is advised with Rheinmetall! The stock of Germany's largest defence contractor appears to have ended its recovery and is once again heading toward its annual low. A positive analyst comment failed to provide any meaningful momentum. Perhaps a partnership in the US could provide a catalyst? There is more positive news from the world's largest defence market for DroneShield. The stock rose slightly yesterday. Is it now heading toward an all-time high? The CEO of HPQ Silicon made a strong impression at an investor conference. The company is currently transitioning from the research phase to commercialization. Its next-generation battery technology is impressing in drone tests. Additionally, the company aims to revolutionize hydrogen production. The share is definitely worth adding to your watchlist.

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Commented by Fabian Lorenz on June 3rd, 2026 | 07:50 CEST

Drone Stock Making Waves in Ukraine and the US: When Will Volatus Aerospace Take Off?

  • Drones
  • Defense
  • hightech
  • aerospace

Is a major opportunity for investors emerging here? While virtually anything related to AI has surged, momentum in defence stocks has recently cooled. Yet this drone company is showing strong operational progress. It is active in both military and civilian applications. One thing is increasingly clear: the development of drones—and counter-drone systems—will play a critical role on future battlefields as well as in civilian infrastructure and security. And for that purpose, Volatus Aerospace is currently building what is likely one of the most exciting platforms in the world. In doing so, the company benefits from multibillion-dollar defence budgets in its home market of Canada as well as from NATO rearmament trends. Next, Volatus aims to expand into the US and into the global epicentre of drone activity—Ukraine. From a market perspective, it may only be a matter of time before the stock sees a strong upward move.

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Commented by Fabian Lorenz on June 2nd, 2026 | 06:05 CEST

Ballard Power Stock Surges – What Is Happening at Standard Lithium and Antimony Resources?

  • Mining
  • antimony
  • Lithium
  • Fuelcells
  • Energy

Created and published on behalf of Antimony Resources Corp.

Ballard Power continues to surprise the market, with the stock having tripled within just a few months. At the same time, quarterly losses remain elevated, a key anchor shareholder has been gradually reducing its position, and operational updates remain limited, aside from isolated announcements out of Germany. By contrast, Antimony Resources is impressing with positive news. Analysts see significant upside potential, and the company is advancing a strategically significant antimony project in a market where critical metals remain in strong demand. Following a recent correction, the share price may now be offering a more attractive entry point. And what is Standard Lithium up to? There is news from the flagship Smackover project—though not the kind investors had hoped for.

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Commented by Fabian Lorenz on June 1st, 2026 | 07:10 CEST

Gold at USD 10,000? Irrelevant! This Gold Gem is Far too Cheap! Lahontan Following in Barrick Mining's Footsteps!

  • Mining
  • Gold
  • Silver
  • Commodities
  • Nevada

This gold gem appears significantly undervalued. At Lahontan Gold, the facts and figures speak for themselves: a project located in what is arguably one of the world's most attractive gold regions—where Barrick Mining also operates—a gold resource of 2 million ounces and growing, production costs of USD 1,200, and production set to begin as early as next year. It is therefore no surprise that the company's founder speaks confidently in an interview: "The mining sector is currently the best sector to be in." She is invested and fully committed to delivering attractive returns for shareholders. What stands out is the current market valuation of CAD 170 million. Significantly higher valuations should be possible. Important news is on the horizon. At that point, it hardly matters whether gold trades at USD 4,000 or USD 10,000 per ounce. Once production begins, real "money printing" will start.

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Commented by Fabian Lorenz on May 29th, 2026 | 09:40 CEST

A 4,000% gain is not enough? SanDisk, BioNTech, and Standard Uranium

  • Mining
  • Uranium
  • Biotechnology
  • Biotech
  • AI

60% in one month, 600% in six months, and 4,000% in one year. Yet there is still no sign of a major correction in SanDisk's stock. Even now, analysts are still raising their price targets significantly and joining the bulls' camp. In contrast, the uranium sector is currently on the sidelines. This offers a chance for contrarian investors. After all, it can really only be a matter of time before the industry is rediscovered as an AI winner. One exciting stock is Standard Uranium. The CEO recently made a strong impression at an investor conference. And what about BioNTech? Investors are disappointed, but analysts are positive. Can the biotech company provide new momentum starting today with new data from its oncology pipeline?

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Commented by Fabian Lorenz on May 28th, 2026 | 07:15 CEST

SpaceX IPO: Buy or Stay Away? Almonty Heading into Space—and Undervalued?

  • Mining
  • Tungsten
  • Defense
  • hightech
  • AI
  • Space

It is the stock market event of the year and the biggest IPO of all time. Elon Musk is taking SpaceX public. Despite an absurd valuation, it might be worth buying at least in the short term. An AI expert and tech analyst breaks down the facts and the hype, and his conclusion is interesting. The IPO is also having spillover effects on other space-related equities, with several stocks showing sharp short-term gains. And raw materials crucial to space travel are also coming into focus for investors. Tungsten, for example, plays a key role in aerospace applications such as rockets and satellites. The price of this critical metal is skyrocketing, and anyone looking to profit from it can hardly ignore Almonty Industries. The company recently made a milestone with the commissioning of its large-scale mine in South Korea. Analysts are projecting strong revenue and earnings growth in the coming years, with recent updates leading to higher price targets.

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Commented by Fabian Lorenz on May 27th, 2026 | 08:15 CEST

AI Winners! Shares of SMA Solar and SUSS MicroTec Are Skyrocketing! RE Royalties Next?

  • royalties
  • dividends
  • renewableenergy
  • Solar
  • AI
  • semiconductor

The AI boom is currently driving the stock markets. As OpenAI and Anthropic prepare for their IPOs, semiconductor and energy stocks are skyrocketing. SMA Solar has recently been among the favourites in Germany. The company, known for its inverters, is increasingly positioning itself as a provider of battery storage solutions. The stock has doubled since early March. SUSS MicroTec's stock has surged by a robust 185% over the past six months. But now analysts are putting the brakes on the euphoria surrounding the semiconductor equipment manufacturer. Investors looking for the next rising star should take a closer look at RE Royalties. The renewable energy royalty company does most of its business in the US. The share seems almost ridiculously cheap and pays a 10% dividend.

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Commented by Fabian Lorenz on May 27th, 2026 | 07:50 CEST

SELL BASF and Hensoldt? BUY Recommendation for Power Metallic Mines

  • Mining
  • PGMs
  • PGEs
  • Defense
  • chemicals

Caution is advised with Hensoldt. Analysts see a potential 30% downside for the stock. The company is trading at a premium to industry peers such as Rheinmetall and Renk, despite slower growth. While the partnerships with Helsing and Schwarz Digits are interesting, they are unlikely to contribute significantly to revenue in the foreseeable future. In contrast, analysts see 100% upside potential for Power Metallic Mines, specifically in the base-case scenario. The first resource estimate is scheduled for this summer. According to analyst estimates, the company could thus transition from a pure exploration valuation to a resource-based valuation phase sooner than previously expected. Analysts foresee difficult times ahead for BASF. The structural problems remain unresolved, and the stock is a "Sell". The chemical giant is attempting to counter these challenges through optimization measures and the increased use of AI technologies.

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